Bedel Financial Consulting’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Bedel Financial Consulting’s Portfolio XMHQ Stock Details XMHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262K	Hold	2,535	–	–	0.03%	245
2025 Q4	$260K	Hold	2,535	–	–	0.03%	237
2025 Q3	$266K	Hold	2,535	–	–	0.03%	232
2025 Q2	$249K	Hold	2,535	–	–	0.03%	237
2025 Q1	$238K	Buy	+2,535	New	+$247K	0.03%	234
2022 Q2	–	Sell	-370	Closed	-$28K	–	942
2022 Q1	$28K	Buy	+370	New	+$28.2K	0.01%	498

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bedel Financial Consulting's XMHQ Position: Q1 2026 in Review

Bedel Financial Consulting held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 2,535 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #245.

Bedel Financial Consulting first reported a position in XMHQ in Q1 2022 and has held it in 6 quarters since. The position peaked at $266K in Q3 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Bedel Financial Consulting held 2,535 shares of Invesco S&P MidCap Quality ETF worth $262K as of Q1 2026.
Bedel Financial Consulting left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q1 2026, its #245 holding.
Bedel Financial Consulting first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 6 quarters since.
Bedel Financial Consulting's Invesco S&P MidCap Quality ETF position peaked at $266K in Q3 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.